BNY Mellon Beta Management
Specialist manager of Beta overlay strategies
BNY Mellon Beta Management, based in San Francisco, US, incorporates a broad set of strategies designed to meet client needs ranging from lessening cash drag to gaining new exposure to alternative beta sources such as foreign currencies or commodities. These strategies use futures, forward agreements and/or swaps and can be tailored to meet specific client objectives.
These strategies are managed within a rules-driven trading environment and can combine rules-based beta management with active management and broad asset allocations.
Investment scope
- Portfolio overlay strategies
- Cash equitisation
- Beta management
BNY Mellon Beta Management is a division of The Bank of New York Mellon, a wholly-owned banking subsidiary of The Bank of New York Mellon Corporation.
